3-5 years of experience in financial, estate, or tax planning
Progress towards or completion of CFP® certification
Experience using AI tools in a professional setting
Strong knowledge of eMoney and Salesforce is a plus
Responsibilities
Collaborate with Wealth Advisors to create comprehensive financial plans
Gather client data and input it into financial planning software
Evaluate client data and provide insights to Wealth Advisors
Develop scenarios and recommendations for client financial strategies
Support Wealth Advisors in implementing financial recommendations
Prepare review materials for client meetings
Maintain and organize the CRM system and financial planning software
Benefits
Opportunity to work closely with experienced Wealth Advisors
Engagement in a dynamic and fast-paced work environment
Chance to develop individualized financial strategies for clients
Access to advanced financial planning tools and software
Support for professional development and certification progress
Full Job Description
Position Summary:
A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values. This colleague will support a team of Wealth Advisors in managing client relationships. Alongside the advisors, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals. The planner may also assist with client meetings and present findings and recommendations.
Primary Responsibilities:
Collaborate with Wealth Advisors to develop and complete comprehensive financial plans for our clients. This may involve:
Reaching out to the clients to gather data
Reviewing information and inputting details into financial planning software and CRM systems
Evaluating data and providing insights/thoughts/questions to Wealth Advisors
Create and develop scenarios/recommendations for Wealth Advisors to review
Supporting Wealth Advisors to implement recommendations
Keep track of reminders and follow-ups from client discussions
Track the team's financial planning and business development metrics.
Proactively interact with clients and assist in creating an outstanding client experience.
Receive client calls and resolve questions/issues as needed.
Analyze and input client data into financial planning software.
Preparing review material for client meetings.
Conduct independent research and build financial plans for prospective clients.
Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney).
Ongoing maintenance and quality control of CRM.
Assist in implementing financial planning marketing content
Demonstrated experience using AI tools in a professional context
Skills & Competencies:
Ability to speak with clients independently
Ability to develop wealth planning and investment recommendations and present to clients when applicable
Working knowledge of e-Money, Salesforce a strong plus.
Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
Must accept and thrive in a fast-paced, changing environment.
Ability to build and maintain relationships with potential and current clients.
Tenacious about doing what is right for the client - always.
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer.
